Root Financial Partners
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Root Financial Partners’s Usana Health Sciences USNA Stock Holding History

Root Financial Partners’s Portfolio USNA Stock Details USNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$333 Buy
+23
New +$396 ﹤0.01% 3369
2026
Q2 		– Sell
-13
Closed -$227 – 3046
2026
Q1 		$227 Buy
+13
New +$258 ﹤0.01% 3120

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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners's USNA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Usana Health Sciences (USNA) in Q3 2026: 23 shares worth $333. The stake represents ﹤0.01% of the portfolio and ranks #3369 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in USNA as recently as Q1 2026.

Root Financial Partners first reported a position in USNA in Q1 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold USNA as of Q3 2026.

  • Root Financial Partners held 23 shares of Usana Health Sciences worth $333 as of Q3 2026.
  • Usana Health Sciences was a new Root Financial Partners position in Q3 2026.
  • Usana Health Sciences made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3369 holding.
  • Root Financial Partners first reported a position in Usana Health Sciences in Q1 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.